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Maripau Wealth Management’s Pfizer PFE Stock Holding History

Maripau Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,347
Closed -$202K – 85
2022
Q3 		$202K Buy
4,347
+69
+2% +$3.35K 0.22% 83
2022
Q2 		$217K Sell
4,278
-863
-17% -$44K 0.23% 68
2022
Q1 		$255K Buy
+5,141
New +$267K 0.23% 76

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Maripau Wealth Management's PFE Position: Q4 2022 in Review

Maripau Wealth Management sold out of Pfizer (PFE) in Q4 2022, closing a stake of 4,347 shares — an estimated $202K sold.

Maripau Wealth Management first reported a position in PFE in Q1 2022 and held it in 3 quarters. The position peaked at $255K in Q1 2022. 3,266 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Maripau Wealth Management reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • Maripau Wealth Management sold 4,347 Pfizer shares in Q4 2022, an estimated $202K.
  • Maripau Wealth Management first reported a position in Pfizer in Q1 2022 and held it in 3 quarters.
  • Maripau Wealth Management's Pfizer position peaked at $255K in Q1 2022.
  • 3,266 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Maripau Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.